I believe everything starts from the heart, thus I use my heart when it comes to engineering a bespoke financial plan to coaching my advisors. With over 15 years of experience, I am a Certified Financial Planner (CFP®) who seeks to guide and navigate both my clients and advisors towards achieving their Dream and Goals.
I believe that setting goals is the first step in turning the invisible into the visible, discipline and dedication breeds success. I have dedicated my life to assist people in optimizing their financial portfolios, setting them up for longevity & success.
Partnering with over 100 Insurers, Banks, Fund Managers, I am well equipped to provide the following servicing with utmost Independence.
Qualification and Achievements
MDRT Qualifier 2014 – 2021
Bachelor in Engineering (Mechanical and Aerospace Engineering)
Institute of Banking & Finance Singapore (IBF)
Certified Financial Planner (CFP®)
I believe everything starts from the heart, thus I use my heart when it comes to engineering a bespoke financial plan to coaching my advisors. With over 15 years of experience, I am a Certified Financial Planner (CFP®) who seeks to guide and navigate both my clients and advisors towards achieving their Dream and Goals.
I believe that setting goals is the first step in turning the invisible into the visible, discipline and dedication breeds success. I have dedicated my life to assist people in optimizing their financial portfolios, setting them up for longevity & success.
Partnering with over 100 Insurers, Banks, Fund Managers, I am well equipped to provide the following servicing with utmost Independence.
Qualification and Achievements
MDRT Qualifier 2014 – 2021
Bachelor in Engineering (Mechanical and Aerospace Engineering)
Institute of Banking & Finance Singapore (IBF)
Certified Financial Planner (CFP®)
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